Join Our Team as a Wealth Management Specialist

Are you passionate about crafting tailored investment solutions and driving exceptional portfolio performance? Join our dynamic team of experts, with a client-centric approach and a team of dedicated professionals, we foster innovation, collaboration, and growth and shape the future of financial success for individuals and businesses.

Whether you're an experienced advisor or exploring a new career path in wealth management, we provide skills and salary support that you need to succeed. We welcome graduates eager to learn and mid-career professionals looking for a rewarding switch into the wealth management industry.

Key Responsibilities:

• Provide expert financial advisory services during corporate events, including workshops, seminars, and talks, to promote financial literacy and wealth management solutions.
• Conduct personalized financial health checks for employees, offering tailored advice to align with their individual financial goals.
• Collaborate with corporate clients to understand their business and employee needs, curating customized wealth solutions that support long-term success.
• Build and maintain strong relationships with corporate stakeholders and their employees through regular engagement and proactive consultation.
• Facilitate educational sessions to enhance financial awareness and empower clients with effective wealth management strategies.
• Contribute to planning and executing corporate events to drive engagement and promote company services.

What We're Looking For:

We believe great talent can come from diverse backgrounds. Whether you're making a mid-career switch or just starting, these attributes will set you up for success:

• Min Local Diploma, degree in finance, or a related field.
• A passion for financial markets, wealth planning, and helping others achieve financial success.
• Strong interpersonal and communication skills.
• Have working rights in Singapore
• No prior experience required, on-the-job training will be provided
• A willingness to learn, coupled with transferable skills such as sales, client management, or analytical abilities.
• A strong desire to build a meaningful career in financial advisory.
• Previous experience in customer-facing or financial roles is advantageous but not mandatory.

What We Offer:

• We provide comprehensive training and mentorship with structured onboarding, skill-building workshops, and one-on-one mentorship to fast-track your success.
• Competitive compensation package with performance-based incentives.
• Clear pathways for career advancement within a collaborative and supportive environment to provide for Growth Opportunities.
• Access to advanced financial tools and resources.
• Inclusive Work Culture team that values diversity, collaboration, and innovation
• Remuneration includes Allowance and Commission ranges from $4,000 to $10,000.

Work Benefits & Schedule:

• Flexible schedule with work from home options
• Monday to Friday with weekend availability
• Work Location: Hybrid remote